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Proposal submission workshop

Proposal submission workshop. Presented by the Office of Contracts and Grants University of San Francisco November 2011. Agenda. Introductions General Information USF Process Special Circumstances/ Approvals Cost Share OCG Review Resources Reminders. Questions At Any Time.

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Proposal submission workshop

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  1. Proposal submissionworkshop Presented by the Office of Contracts and Grants University of San Francisco November 2011

  2. Agenda • Introductions • General Information • USF Process • Special Circumstances/ Approvals • Cost Share • OCG Review • Resources • Reminders Questions At Any Time

  3. Folder Contents • Printout of the Presentation • OCG Contact Postcard • Submission Flowchart • GENIUS/SMARTS Profile Setup Handout

  4. General Info About Proposals • Institutional Approval is Required • Responsible Conduct of Research Course • Committee Approvals Required Before Award • Electronic and Paper Submissions

  5. Submission: At-A-Glance DEAN PI OCG OCG/PI DEAN PROVOST PI OCG

  6. Submission: Details • PI Submits “Intent to Apply” Form • Dean grants consent to develop proposal • OCG reaches out to PI to discuss proposal • OCG works with PI to prepare proposal • “Proposal Approval Form” is Routed • OCG conducts final review of Proposal • Vice Provost is presented with the proposal • Vice Provost reviews/approves the proposal • OCG submits the proposal to the sponsor

  7. Intent to Apply Form Notifies – Necessary Individuals Prevents – Unnecessary Work Initiates – Discussion of Idea Records – Notification of Intent Great Idea!! Approved to Submit!!

  8. Office of Contracts & Grants • Reviews: • all proposals • Submits: • all proposals to government agencies • all research proposals to private foundations • Assists: • Finding Funding • Proposal Preparation • Trains: • Research Administration for Faculty & Staff • Monitors: • Post-Award Management Requirements OCG

  9. Office of Corporate and Foundation Relations • Submits: • All non-research proposals to private foundations • All proposals addressing University Priorities • Assists: • Faculty with proposal development/writing • With matching faculty to opportunities • Fosters: • Relationship between USF and private foundations • Performs: • All communication with private agencies CFR

  10. Special Circumstances & Approvals • Restricted Fringe Benefits • Restricted Facilities & Administrative Costs • Cost Share • Release Time • Human or Animal Subject Use • Space - Additional or Renovating Needs • Health & Safety Issues • Exceptional PI Status • Grant Transfers

  11. Cost Share • Any cost that is allowable on and allocable to a sponsored project, but is not charged to the project. • USF highly discourages cost sharing • Cost sharing must be approved by Deans and Provost • Cost share is tracked via a FOAP setup for cost shared items • Schools are responsible for meeting the approved commitments

  12. Proposal Approval Form • Every proposal – Every Time • Signatures • Principal Investigator or Project Director • Dean of every school involved • CFR for private agency submissions • OCG upon review of complete proposal • Vice Provost upon OCG approval • At OCG at least 5 days before deadline

  13. Office of Contracts & Grants: Proposal Review • Review the solicitation • Any restrictions on money and time • Guidelines for proposal formats • Guidelines for submission mechanisms • Review the proposal • Check budget for accuracy and compliance • Check package for formatting compliance • Approves Final Proposal • Once all items have been checked and all is accurate

  14. Resources • InfoEd • OCG Website and Templates • Corporate and Foundation Relations

  15. Important Reminders • Institutional Approval Required • Intent to Apply Form • Office of Contracts and Grants • Office of Corporate & Foundation Relations • Approvals 5 days before the deadline • Special Approvals

  16. Questions Office of Contracts and Grants Lone Mountain 132 (415) 422-5203 Eddie Meza emeza2@usfca.edu x6921

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